Bartlett & Co’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $230K | Hold |
2,451
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $181K | Hold |
2,451
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $198K | Hold |
2,451
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $178K | Hold |
2,451
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $189K | Sell |
2,451
-300
| -11% | -$23.1K | ﹤0.01% | 390 |
|
|
2022
Q3 | $186K | Hold |
2,751
| – | – | ﹤0.01% | 384 |
|
|
2022
Q2 | $203K | Hold |
2,751
| – | – | ﹤0.01% | 370 |
|
|
2022
Q1 | $252K | Hold |
2,751
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $299K | Hold |
2,751
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $268K | Sell |
2,751
-319
| -10% | -$31.1K | 0.01% | 315 |
|
|
2021
Q2 | $263K | Hold |
3,070
| – | – | 0.01% | 310 |
|
|
2021
Q1 | $243K | Hold |
3,070
| – | – | ﹤0.01% | 316 |
|
|
2020
Q4 | $193K | Buy |
3,070
+29
| +1% | +$1.82K | ﹤0.01% | 332 |
|
|
2020
Q3 | $143K | Hold |
3,041
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $138K | Hold |
3,041
| – | – | ﹤0.01% | 347 |
|
|
2020
Q1 | $115K | Buy |
+3,041
| New | +$115K | ﹤0.01% | 349 |
|
|
2019
Q3 | $161K | Buy |
3,041
+51
| +2% | +$2.7K | ﹤0.01% | 348 |
|
|
2019
Q2 | $153K | Buy |
+2,990
| New | +$153K | 0.01% | 278 |
|